Wealth Client Specialist: Onboarding & Events

Baird Careers; Tampa (FL); On-site; USD 48,000 - 76,000; Full time

Job summary

Baird is seeking a Client Specialist to support Private Wealth Management by coordinating onboarding, managing communications, and handling account operations for Financial Advisors. You will help organize client events, maintain CRM data, and ensure regulatory compliance while delivering exceptional service.

Ideal candidates will have 2+ years of administrative experience, securities licenses or plans to obtain within 18 months, and strong proficiency with Microsoft Office and AI-enabled tools.

Qualifications

• 2+ years of prior industry and/or administrative work experience.
• SIE, Series 7, and Series 66 or Series 63/65 licenses required or willingness to obtain within 18 months.
• Proficient in Microsoft Office and comfortable with AI-enabled tools.
• Strong communication and organizational skills; maintains confidentiality.
• Bachelor's degree preferred.
• Ability to lift up to 25 pounds for office operations and events.

Responsibilities

• Coordinate client onboarding with Financial Advisors and manage prospect pipelines.
• Support account operations and prepare new account paperwork and reports.
• Maintain CRM, emails, and client communications; assist with client events.
• Schedule meetings and manage materials for client discussions and seminars.
• Ensure compliance with firm and industry policies in daily activities.
• Provide back-up support to other teams and assist with special projects.
• Monitor investment opportunities and relay actionable insights to Advisors.

Skills

Communication skills

Organizational skills

Analytical thinking

Attention to detail

Problem solving

Education

Bachelor's degree preferred

Tools

SIE Exam

Series 7 license

Series 66/63 & 65 licenses

Microsoft Office

Job description

Baird is seeking a Client Specialist to support Private Wealth Management by coordinating onboarding, managing communications, and handling account operations for Financial Advisors. You will help organize client events, maintain CRM data, and ensure regulatory compliance while delivering exceptional service.

Ideal candidates will have 2+ years of administrative experience, securities licenses or plans to obtain within 18 months, and strong proficiency with Microsoft Office and AI-enabled tools.